Location
Swindon
Salary £27000 - £28000 TypePermanent WorkplaceOn-Site Ref89252
Executive Assistant to Advisers
Location: Swindon (Hybrid after probation)
Salary: £27,000 + benefits
Hours: 35.5 hours per week (MonThu 8:305, Fri 8:303)
Contract: Full-time, permanent
About the Firm
A well-established and growing wealth management firm based in Swindon is looking for a proactive and professional Executive Assistant to Advisers to join its friendly and supportive team. The business has a close-knit, family-oriented culture and prides itself on providing exceptional service to a loyal high-net-worth client base.
The Role
This position acts as the right-hand support to an Adviser, ensuring seamless client service, accurate documentation, and smooth operational processes.
Its not a traditional PA role its a client-focused, administrative and technical support role within a professional wealth management environment.
Key Responsibilities
1. Prepare and finalise client meeting notes (via internal AI system) and produce client review letters within set timeframes.
2. Maintain and update CRM records and client files accurately.
3. Support Advisers by managing documentation, case submissions, and due diligence.
4. Work closely with internal support teams to ensure all client actions are completed efficiently.
About You
5. Highly organised with strong administrative and coordination skills.
6. Excellent communication and attention to detail.
7. Professional, friendly, and confident when liaising with clients.
8. Financial services experience helpful but not essential full training provided.
9. A proactive, adaptable team player who thrives in a collaborative environment.
Working Pattern & Benefits
10. Hybrid working after 6-month office-based training (MonWed office, ThuFri home).
11. 35.5-hour week with early finish Fridays.
12. 25 days holiday plus bank holidays (with the option to buy or sell additional days).
13. Company pension scheme.
14. Birthday vouchers, Christmas gifts, and regular social events including summer and Christmas parties.
Join a team that values professionalism, collaboration, and genuine client care apply today and take the next step in your career. Alternatively, get in touch to arrange a confidential chat about other similar opportunities in wealth management and financial services.